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JHMB vs SMBS
John Hancock Mortgage Backed Securities ETF vs Schwab Mortgage-Backed Securities ETF
Key differences
- SMBS costs 0.36% less per year.
- SMBS is significantly larger than JHMB — larger funds tend to be more liquid and less likely to close.
- JHMB follows a active selection strategy; SMBS uses index tracking.
Side-by-side comparison
| JHMB | SMBS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $216M | $6.3B |
| Since | 2021 | 2024 |
| Dividend yield | 4.72% | 4.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.9% | +7.2% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.24 | N/A |
| Volatility 1Y | 3.92% | 4.18% |
| Max drawdown | -14.52% | -3.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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